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Weekly AI Watch] March 1-7, 2026: The First Year of “AI in Action” — Why Manufacturers Should Move Now
News
If we had to describe the AI industry in one word this week, it would be "AI sees, thinks, and operates itself" week. The biggest topic was the March 5 release of GPT-5.4--a historic model update that includes the first "native computer ... -
Semiconductor News 20260307
semiconductor
Main News Denso Makes 1.3 Trillion Yen Takeover Proposal to ROHM Toyota Group's Denso has made an approximately 1.3 trillion yen (up to US$8 billion) takeover proposal to leading semiconductor manufacturer ROHM. It is believed to be a fi... -
Semiconductor News 20260306
semiconductor
Main News NVIDIA to halt production of H200 for China and move to next-generation machines NVIDIA will reportedly halt production of its H200 AI chip for China due to uncertainty in the Chinese market. Accordingly, TSMC's valuable produc... -
Semiconductor News 20260305
semiconductor
Main News Intensifying conflict in the Middle East has severely impacted the global tech and financial markets. Intensifying conflict in the Middle East has had a widespread impact on the tech industry, with NVIDIA closing its Dubai offi... -
Semiconductor News 20260304
semiconductor
Main News AI Demand Spikes DRAM Prices, Memory Market Enters Super Cycle AI server demand has caused DRAM big-ticket prices to double in a month, with some predicting prices to rise up to 70% in Q2 2026, and Nvidia's GTC 2026 is expected... -
Semiconductor News 20260303
semiconductor
Main News Google and Meta Sign Multi-Billion Dollar AI Chip Supply Deal Google and Meta have signed a major multi-billion dollar supply deal for AI chips. The move intensifies competition against NVIDIA, which holds a dominant share of t... -
Semiconductor News 20260302
semiconductor
Main News Rapidus Raises a Total of 267.6 Billion Yen from Public and Private Sectors for 2nm Mass ProductionRapidus, a Japanese manufacturer of next-generation semiconductors, has successfully raised approximately $1.7 billion in fundin... -
Weekly AI Watch] February 22-28, 2026: $110 Billion Impact, Humanoids Standing in Factories, and the Week Manufacturing Changes
News
Money, robotics, and materials science moved all at once in the world of AI this week: the largest infusion of funding in history for OpenAI, the operation of humanoid robots at BMW's Leipzig plant, Google's new model streak, and a mater... -
Semiconductor News 20260228
semiconductor
Main News Rapidus Raises a Total of 267.6 Billion Yen from Public and Private Sectors for 2nm Mass ProductionRapidus, a Japanese manufacturer of next-generation semiconductors, has successfully raised approximately $1.7 billion in fundin... -
Semiconductor News 20260227
semiconductor
Main News NVIDIA Posts Record Revenues, Allaying AI Investment Bubble Concerns NVIDIA's revenues for the fourth quarter of fiscal year 2026 reached a record high, up 73 percent year over year and up 65 percent for the year as well. The s...